Fiscal Policy
Flávio Bolsonaro's Election Lead Boosts Brazilian Markets
Flávio Bolsonaro's strong first-round lead in the Brazilian presidential election has significantly impacted markets, with equities and the real rallying on fiscal discipline expectations.
Fiscal Policy
VanEck's Q4 2025 Investment Outlook: Navigating AI and Fiscal Changes
VanEck's Jan van Eck shares a cautiously optimistic investment outlook for Q4 2025, highlighting AI's impact, fiscal progress, and tightening credit conditions.
Fiscal Policy
Emerging Markets Bonds Outperform Amid Developed Markets Fiscal Challenges
Emerging markets bonds show resilience with strong fiscal discipline and currency strength, while developed markets face fiscal challenges and policy weaknesses, according to VanEck.